Investment Specialist

2 weeks ago


Johannesburg, South Africa PPS Recruitment Full time

**Job Advert Summary**:
**Minimum Requirements**:
Ideal experience:

- At least 3 to 5 years’ experience within the IFA, investment or linked product markets, preferably working at a LISP or retail asset management business
- Discretionary Fund Manager’s and/or multi management experience would be advantageous

Ideal qualifications:

- Bachelor’s degree in commerce or related field essential
- CFP and/or investments related honours degree an advantage
- RE5

Comptencies & ideal personality attributes:

- Technical knowledge about investments, investment industry & trends- Knowledge around Discretionary Fund Manager’s, ASISA categories and related asset managers is a pre-requisite
- Demonstrable training delivery skills are essential
- Self-discipline to work unsupervised and to maintain CRM system
- Resilience and Tenacity
- Strong presentation skills
- Relationship management - networking
- Communication - verbal & written
- Performance driven
- Innovative thinking and problem-solving

Systems knowledge:

- MSOffice - specifically a good understanding of both PowerPoint and Excel
- CRM experience
- Client database experience an advantage

**Duties and Responsibilities**:

- Build and promote the PPSI asset management brand and image by networking with key industry stakeholders
- Identify and develop strategic partnerships to leverage new opportunities.
- Position PPS Investments as the niche LISP for intermediaries in your region
- Deliver on very specific flow targets for your region, including both LISP and Asset Management capabilities
- Provide PPS head office with detailed reporting on leads and opportunities
- Excellent client services, including proactive response to intermediary needs
- Supply intermediaries with accurate investment, product, fund, service and investor information
- Training and developing the intermediary and support staff
- Supporting investment projects and campaigns, with the ability to deliver investment presentations.
- Participating in investment product implementation
- Presentations and 1 on 1 engagements around investments, from a 101 level to discussing the PPS Asset Management value proposition
- Regular formal report backs to PPS Investments management



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